Apple wearable reportedly only being previewed at iPhone event, shipping next year

via @EA_Roa

via @EA_Roa

Following Re/code’s report earlier this week that Apple will announce its wearable product (iWatch, iBand) alongside new iPhones on September 9th, Re/code now adds that the device won’t actually be available this year.

Sources in position to know tell me it won’t arrive at market for a few months. “It’s not shipping any time soon,” said one. So when does Apple plan to ship its eagerly anticipated wearable? That’s not clear, but my understanding is that we’re unlikely to see it at retail until after the holiday season — think early 2015.  Read more

Apple reportedly working with Dutch company NXP to include NFC in iPhone 6, possibly iWatch

Apple iPhone 6 (Mockup) 43

Apple is reportedly planning to include NFC in the iPhone 6 for secure wireless payments using chips sourced from a Dutch company called XNP, the Financial Times reported today. It’s not the first time this rumor has cropped up before an iPhone launch, but other recent reports seem to indicate that this year it might just be happening.

In fact, earlier this year Apple was said to have reached a deal with China UnionPay, the nation’s only domestic mobile payment processor, to include NFC support at countless retailers in the next iPhone. What’s perhaps even more interesting is that the technology may not be limited solely to the handset itself…

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More photos of the structure Apple is building at the Flint Center ahead of iPhone event

In addition to officially announcing its special event to be held on September 9th where two new iPhones and the long rumored wearable device is expected to debut, Apple has begun to build some sort of structure at the Flint Center for Performing Arts in Cupertino, California, as noted in our previous post. Additional images of the venue and mysterious structure have been shared by The Loop which reveal more sides to the structure as you can see above…

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Analyst & GTAT investor claims all 5.5-inch iPhone 6 models get sapphire, some 4.7-inch models

sapphire

An investment note we’ve seen from analyst and GTAT investor Matt Margolis claims that all 5.5-inch models of the iPhone 6 will come with sapphire screens, while the 4.7-inch model will get either sapphire or Gorilla Glass depending on the specification.

According to sources close to Foxconn’s manufacturing operations the iPhone 6 will come built with sapphire cover screens in both sizes. These sources have also indicated that the 4.7” Phone 6 is being assembled in two varieties, a sapphire cover screen version and a version featuring Gorilla Glass. At this point I do not know the approximate mix between the two cover screen options on the 4.7” iPhone 6. My latest check on the 5.5” iPhone 6 indicates that all units of the device are expected to come protected by a sapphire cover screen at this point …

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Apple will reportedly unveil its wearable product alongside new iPhones next month

Last month Re/code’s John Paczkowski reported that Apple plans to introduce its new iPhone models at an event scheduled for next month, and today Re/code’s Paczkowski reports that Apple will also reveal its wearable product (i.e. iWatch/iBand) alongside the new iPhones:

Apple now plans to unveil a new wearable alongside the two next-generation iPhones we told you the company will debut on September 9th. [...] The new device will, predictably, make good use of Apple’s HealthKit health and fitness platform. It will also — predictably — make good use of HomeKit, the company’s new framework for controlling connected devices — though it’s not clear how broadly or in what way.

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iPhone 6 production disrupted as Apple abandons thinner backlight approach, reports Reuters

newip6-1

Reuters is reporting that iPhone 6 production was disrupted for part of June and July after Apple was forced to abandon its plans to use a thinner display backlighting system in the new handset.

Suppliers to Apple are scrambling to get enough screens ready for the new iPhone 6 smartphone as the need to redesign a key component disrupted panel production ahead of next month’s expected launch, supply chain sources said …

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Apple files to kick off expanded, potentially ‘jewelry’-classified sapphire production this month

Mesa-Arizona

Apple and State of Arizona filings have come to light today that indicate Apple is rapidly expanding its Mesa, Arizona operations and GT-Advanced sapphire crystal production. PTT Research Senior Analyst and GTAT investor Matt Margolis shared the new documents from his latest research with 9to5Mac. The first interesting piece of the filings is a letter from Apple’s Director of Global Trade Compliance James J. Patton from early July to the U.S Department of Commerce:

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Report claims next-gen iPad Air will double RAM amount to 2GB

iPad Air

A new report from Asian site TechNews.tw claims information from the Apply supply chain points to the next generation iPad Air doubling up on RAM from 1GB to 2GB. The additional memory would benefit system performance, especially during multitasking, when more memory-intesive tasks like browsing multiple websites in Safari and using other apps requires more RAM to function smoothly.

While most of the parts and component leaks out of the supply chain have centered around the next generation iPhone, which is expected to debut at an Apple event next month, the new report that the next generation iPad Air will double its memory follows a Bloomberg report earlier this month that new iPads with an anti-reflective coating over the display have entered production. Read more

The eight reasons Morgan Stanley thinks it’s time to buy AAPL

iPhone-6-Concept-Martin-Hajek-2

Morgan Stanley analyst Katy Huberty is advising investors that now is the time to buy AAPL shares – and not just because the iPhone 6 is on the way.

Huberty gives eight reasons (via BusinessInsider) for believing that the price of AAPL stock is likely to increase. None of them are new, but the combined effect is persuasive, she argues …  Read more

Apple files for HealthKit trademarks w/ classifications for watches, fitness sensors, & medical devices

iWatch-Concept-future-07

Apple has just filed for HealthKit trademarks in both the US and Europe ahead of iOS 8’s launch this fall and in at least one filing includes watches in a list of goods that could take advantage of the health-tracking software.

While the filing in the US (filed July 31) only includes classifications for computer software and covers the HealthKit text, a filing in Europe (published yesterday) extends classifications to include health, fitness, and exercise sensors, medical devices, and watches: Read more

Apple’s investment in product development indicates revenue explosion, new product categories this quarter, says analyst

investment Morgan Stanley’s Katy Huberty says that an analysis of Apple’s recent SEC filing strongly suggests that the company has not only made a big bet on the success of the iPhone 6, with large advance orders, but also that it is likely to launch the long-awaited iWatch this quarter.

The graph, obtained by Business Insider, shows the historical correlation between off-balance sheet commitments – the technical financial term for money invested in things like tooling, component purchases and manufacturing contracts – and quarterly revenue. Essentially, if you know how much Apple is investing in new products in one quarter, you can pretty accurately predict its revenue in the following quarter …  Read more